Flaherty & Crumrine DYN PrefDFP

13F holders, Q1 2026 (March 31)
79holders −4
4new positions
7sold out
$20.07avg. 13F price*

At the end of Q1 2026, 79 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, down 4 from Q4 2025. 4 opened new positions and 7 sold out. The largest holders were Raymond James Financial Inc. ($24.9M), Sit Investment Associates Inc. ($11.7M) and Cohen & Steers, Inc. ($9.6M).

Company
Flaherty & Crumrine DYN Pref
CUSIP
33848W106
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 66Q1 2024Q2 2024: 69Q2 2024Q3 2024: 66Q3 2024Q4 2024: 74Q4 2024Q1 2025: 72Q1 2025Q2 2025: 75Q2 2025Q3 2025: 81Q3 2025Q4 2025: 83Q4 2025Q1 2026: 79Q1 2026Q2 2026: 83Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$726K
Exits7$2.1M

All 13F filers, Q4 2025 → Q1 2026: 263,121 shares bought and 288,463 shares sold, net −25,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Raymond James Financial Inc. 0.01% Add +1.9% 1,241,270 $24.9M
Sit Investment Associates Inc. 0.24% Add +30.6% 581,566 $11.7M
Cohen & Steers, Inc. 0.02% Add +3.3% 476,489 $9.6M
Invesco Ltd. 0.00% Reduce -2.3% 301,703 $6.1M
Guggenheim Capital LLC 0.04% Reduce -19.4% 242,799 $4.9M
Wells Fargo & Company 0.00% Reduce -15.1% 237,078 $4.8M
LPL Financial LLC 0.00% Reduce -3.7% 188,728 $3.8M
Hennion & Walsh Asset Management, Inc. 0.12% Add +10.8% 175,333 $3.5M
Focus Partners Wealth 0.00% Reduce -3.8% 142,893 $2.9M
Morgan Stanley 0.00% Reduce -8.2% 118,598 $2.4M
1607 Capital Partners, LLC 0.16% Add +0.6% 107,617 $2.2M
Fiera Capital Corp 0.01% Reduce -4.5% 97,034 $1.9M
Smith Asset Management Co., LLC 1.64% Reduce -1.9% 95,067 $1.9M
Whipplewood Advisors, LLC 0.99% Reduce -0.1% 94,779 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.6% 90,714 $1.8M
Ameriprise Financial Inc. 0.00% Add +1.9% 89,386 $1.8M
Revisor Wealth Management LLC 0.34% Reduce -1.7% 61,021 $1.2M
1776 Wealth LLC 0.41% Reduce -0.2% 52,038 $1.0M
Commonwealth Equity Services, LLC 0.00% Add +5.1% 51,046 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -1.6% 47,549 $954K
Seamount Financial Group Inc. 0.41% Reduce -4.4% 44,992 $903K
Closed-End Fund Advisors, Inc. 0.90% Reduce -2.3% 44,000 $883K
Envestnet Asset Management Inc. 0.00% Add +4.8% 42,586 $855K
Janney Montgomery Scott LLC 0.00% Add +19.1% 42,192 $847K
Principal Securities, Inc. 0.01% Add +5.0% 41,192 $827K
Private Advisor Group, LLC 0.00% Add +2.8% 39,931 $801K
&partners 0.00% Add +8.3% 40,008 $800K
Samalin Investment Counsel, LLC 0.27% Reduce -12.5% 37,471 $752K
AlphaCore Capital LLC 0.02% Reduce -2.7% 36,142 $725K
Capital Analysts, LLC 0.02% Reduce -0.6% 34,194 $686K
NewEdge Advisors, LLC 0.00% Add +0.6% 33,541 $673K
Royal Bank of Canada 0.00% Reduce -18.4% 31,240 $627K
Concurrent Investment Advisors, LLC 0.01% Add +0.1% 30,269 $607K
HRT Financial LP 0.00% New 27,049 $542K
Capital Investment Advisors, LLC 0.01% Add +0.0% 25,699 $516K
Cetera Investment Advisers 0.00% Add +6.4% 22,871 $459K
Stifel Financial Corp. 0.00% Reduce -2.9% 22,602 $454K
Merit Financial Group, LLC 0.00% Reduce -3.0% 22,086 $443K
Palogic Value Management, L.P. 0.18% No change 20,500 $411K
Baird Financial Group, Inc. 0.00% Reduce -0.7% 19,325 $388K
Farther Finance Advisors, LLC 0.00% Add +0.5% 17,937 $365K
Mathes Company, Inc. 0.13% No change 18,000 $361K
Centaurus Financial, Inc. 0.01% Reduce -0.6% 15,483 $311K
Cerity Partners LLC 0.00% No change 14,300 $287K
Catalina Capital Group, LLC 0.17% Add +0.4% 14,045 $282K
Wedbush Securities Inc. 0.01% No change 12,700 $255K
Bank of America Corp. 0.00% Add +0.3% 12,303 $247K
Level Four Advisory Services, LLC 0.01% No change 11,500 $231K
Walled Lake Planning & Wealth Management, LLC 0.06% No change 10,950 $220K
HighTower Advisors, LLC 0.00% Add +5.9% 10,776 $216K
Fiduciary Alliance LLC 0.01% No change 10,350 $216K
Abel Hall, LLC 0.04% No change 10,500 $211K
Cary Street Partners Financial LLC 0.01% No change 10,246 $206K
Stance Capital LLC 0.08% New 8,708 $175K
Wolverine Asset Management LLC 0.01% Add +909.0% 8,193 $164K
UBS Group AG 0.00% Reduce -25.5% 7,369 $148K
International Assets Investment Management, LLC 0.01% No change 6,763 $138K
Triumph Capital Management 0.02% Add +18.5% 5,275 $106K
AdvisorNet Financial, Inc 0.01% Add +24.1% 5,272 $106K
Atlantic Union Bankshares Corp 0.00% No change 4,500 $90K
Golden State Wealth Management, LLC 0.01% Add +1.8% 4,283 $86K
Harbour Investments, Inc. 0.00% Add +334.8% 3,961 $80K
PNC Financial Services Group, Inc. 0.00% No change 3,345 $67K
Steward Partners Investment Advisory, LLC 0.00% Add +3.6% 2,900 $58K
North Star Investment Management Corp. 0.00% No change 2,300 $46K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.7% 2,010 $40K
Cwm, LLC 0.00% Reduce -0.1% 1,836 $37K
Westside Investment Management, Inc. 0.01% No change 1,667 $33K
Allworth Financial LP 0.00% No change 1,380 $28K
MCF Advisors LLC 0.00% No change 1,229 $25K
Geneos Wealth Management Inc. 0.00% No change 855 $17K
Rockefeller Capital Management L.P. 0.00% Add +1015.1% 814 $16K
Keating Financial Advisory Services, Inc. 0.00% No change 750 $15K
CoreCap Advisors, LLC 0.00% Add +13.7% 398 $8K
Advisory Services Network, LLC 0.00% New 365 $7K
Sound Income Strategies, LLC 0.00% No change 236 $5K
Highline Wealth Partners LLC 0.00% Add +40.0% 140 $3K
Osbon Capital Management LLC 0.00% New 87 $2K
Strategic Advocates LLC 0.01% Reduce -99.6% 81 $2K

"% of holder's portfolio" is DFP's weight in each manager's 13F, not the share of Flaherty & Crumrine DYN Pref the manager owns.